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進一步了解
全球頂尖投資人與避險基金的最新股票投資組合
巨額 AUM
超過2,000億美元
AUM 規模大
100億美元至2,000億美元
中型 AUM
20億美元至100億美元
AUM 較小
2.5億美元至20億美元
微型資產管理規模
低於2.5億美元
低於10%
低於20%
低於40%
低於60%
低於80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | 名稱 | AUM |
AUM 成長率 |
AUM 成長率% |
季度 估算報酬率 |
3年 估算報酬率 | 持股 | 投資組合週轉率 |
平均持有 期間(年) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2351 |
2351
American Financial Advisors
Marietta,
Georgia
| US$7.2億 | -US$6613萬 | -8% | 5.8% | 52.7% | 141 | 12.06% | 2.4 |
|
| 2352 |
2352
Soltis Investment Advisors
St. George,
Utah
| US$7.2億 | +US$1049萬 | +1% | 2.2% | 95.1% | 282 | 18.79% | 1.5 |
|
| 2353 |
2353
LVZ Inc
Holland,
Michigan
| US$7.19億 | -US$2930萬 | -4% | 4.93% | 52.9% | 116 | 12.93% | 2.5 |
|
| 2354 |
2354
Red Cedar Investment Management
Grand Rapids,
Michigan
| US$7.17億 | -US$1.18億 | -14% | 3.04% | 88.8% | 103 | 22.33% | 1.3 |
|
| 2355 |
2355
Fort Point Capital Partners
San Francisco,
California
| US$7.17億 | -US$2769萬 | -4% | 4.64% | 62.2% | 318 | 19.81% | 1.9 |
|
| 2356 |
2356
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| US$7.17億 | +US$1346萬 | +2% | 1.51% | 47.7% | 768 | 12.24% | 1.5 |
|
| 2357 |
2357
Resources Management Corp
West Hartford,
Connecticut
| US$7.16億 | -US$5274萬 | -7% | 4.58% | 78.5% | 526 | 4.56% | 2.7 |
|
| 2358 |
KC
2358
Keenan Capital
Burlingame,
California
| US$7.15億 | -US$7706萬 | -10% | 7.1% | 110% | 15 | 13.33% | 2.3 |
|
| 2359 |
2359
RP Investment Advisors
Toronto,
Ontario, Canada
| US$7.15億 | -US$8947萬 | -11% | 0.79% | 17.4% | 180 | 28.89% | 0.4 |
|
| 2360 |
2360
Cozad Asset Management
Champaign,
Illinois
| US$7.14億 | +US$847萬 | +1% | 2.94% | 138% | 371 | 10.51% | 2.3 |
|
| 2361 |
2361
Abbrea Capital
Greenbrae,
California
| US$7.14億 | -US$2837萬 | -4% | 3.53% | 38% | 251 | 6.37% | 3.4 |
|
| 2362 |
2362
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
| US$7.13億 | -US$1677萬 | -2% | 4.26% | 52.3% | 35 | 17.14% | 1.1 |
|
| 2363 |
2363
Abner Herrman & Brock
Jersey City,
New Jersey
| US$7.12億 | -US$5565萬 | -7% | 0.22% | 156% | 110 | 18.18% | 4.4 |
|
| 2364 |
2364
Moody Aldrich Partners
Marblehead,
Massachusetts
| US$7.11億 | -US$654萬 | -0.9% | 6.31% | 312% | 180 | 28.33% | 1.4 |
|
| 2365 |
2365
TRUE Private Wealth Advisors
Salem,
Oregon
| US$7.11億 | +US$802萬 | +1% | 0.35% | 89.2% | 282 | 19.86% | 3.1 |
|
| 2366 |
2366
Cardiff Park Advisors
Carlsbad,
California
| US$7.1億 | -US$5188萬 | -7% | 7.16% | 99.7% | 329 | 10.33% | 0.2 |
|
| 2367 |
2367
Apella Capital
West Hartford,
Connecticut
| US$7.1億 | -US$7417萬 | -9% | 4.68% | 48.6% | 227 | 18.94% | 1.3 |
|
| 2368 |
2368
IBM Retirement Fund
Armonk,
New York
| US$7.1億 | -US$9532萬 | -12% | 3.57% | 54.4% | 562 | 11.21% | 5.7 |
|
| 2369 |
2369
Tompkins Financial
Ithaca,
New York
| US$7.09億 | +US$1.46億 | +26% | 4.18% | 84.4% | 616 | 44.48% | 3 |
|
| 2370 |
2370
Wedgewood Partners
St Louis,
Missouri
| US$7.09億 | -US$4423萬 | -6% | 9.24% | 78.1% | 45 | 20% | 3.4 |
|
| 2371 |
2371
Sphera Funds Management
Tel Aviv,
Israel
| US$7.08億 | -US$2.02億 | -22% | 3.83% | 245% | 107 | 54.21% | 0.7 |
|
| 2372 |
2372
Heritage Trust
Oklahoma City,
Oklahoma
| US$7.08億 | -US$7240萬 | -9% | 4.19% | – | 253 | 6.72% | 3.2 |
|
| 2373 |
2373
Alibaba Group
Causeway Bay,
Hong Kong
| US$7.07億 | -US$4.43億 | -39% | 36.8% | 2.06% | 7 | 0% | 3.5 |
|
| 2374 |
2374
Steadview Capital Management
London,
United Kingdom
| US$7.06億 | -US$3.63億 | -34% | 31.4% | 839% | 16 | 6.25% | 0.9 |
|
| 2375 |
2375
Sandia Investment Management
Boston,
Massachusetts
| US$7.05億 | +US$1.1億 | +18% | 0.54% | 20.5% | 317 | 28.71% | 0.2 |
|